See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,726 | $172,111+14.9% | $150,298+31.6% | $137,256+44.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 7.52% | 69.37%-61.8pp | 62.79%-55.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,956 | $4,636+6.9% | $4,154+19.3% | $4,156+19.2% |
| Participant deferral / active EE | $7,967 | $6,166+29.2% | $5,453+46.1% | $6,407+24.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |